Lightrock Netherlands B.V.
Net buyer this quarter
$506M
35
+$78.9M
45.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPSC | $35.1M | 6.92% | 1.69% | +38.8% | Q4 2025 |
 CBT | $32.2M | 6.37% | 0.74% | -9.4% | Q4 2024 |
 WTFC | $27.3M | 5.39% | 0.25% | -5.9% | Q4 2024 |
 JBL | $22.2M | 4.39% | 0.06% | -9.7% | Q4 2024 |
 AKAM | $22.2M | 4.38% | 0.13% | +10.0% | Q4 2024 |
 FSLR | $20.7M | 4.08% | 0.56% | -0.4% | Q4 2024 |
 RNR | $19M | 3.74% | 3.21% | +13.8% | Q4 2024 |
 AYI | $17.6M | 3.48% | 0.16% | +4.5% | Q4 2024 |
 BLKB | $17M | 3.36% | 1.26% | New | Q2 2026 |
 ENS | $16.8M | 3.32% | 0.46% | +7.6% | Q4 2024 |
 GMED | $16.4M | 3.23% | 0.15% | -19.5% | Q4 2024 |
 STRA | $16.1M | 3.18% | 0.95% | +49.7% | Q4 2024 |
 CUBE | $15.9M | 3.14% | 0.23% | -4.5% | Q4 2024 |
 BC | $14.8M | 2.92% | 2.30% | +73.3% | Q4 2024 |
 ALGM | $14.4M | 2.84% | 0.11% | -59.4% | Q4 2024 |
 CTRE | $14M | 2.76% | 0.07% | -3.0% | Q4 2024 |
 ANF | $13.8M | 2.72% | 0.34% | +16.8% | Q4 2024 |
 LNN | $13.7M | 2.70% | 1.09% | -7.1% | Q4 2024 |
 LITE | $13.5M | 2.66% | 0.02% | -18.8% | Q4 2024 |
 TNC | $13.4M | 2.66% | 0.90% | -0.1% | Q4 2024 |
 PFSI | $13.3M | 2.63% | 0.29% | +0.3% | Q4 2024 |
 MWA | $13.2M | 2.60% | 0.33% | +7.4% | Q4 2024 |
 TROX | $12.9M | 2.55% | 1.28% | -2.8% | Q4 2024 |
 WEX | $12.2M | 2.42% | 0.25% | +44.7% | Q1 2025 |
 AVTR | $10.8M | 2.14% | 0.05% | -1.8% | Q1 2025 |
 DOC | $7.6M | 1.50% | 0.05% | -9.7% | Q4 2024 |
 DRH | $7.22M | 1.42% | 0.06% | -12.9% | Q4 2024 |
 TRIP | $7.08M | 1.40% | 0.44% | -16.7% | Q4 2024 |
 COHU | $6.26M | 1.24% | 0.31% | +2.0% | Q4 2024 |
 DAR | $5.92M | 1.17% | 0.09% | -14.4% | Q4 2024 |
 QDEL | $5.09M | 1.00% | 0.43% | -7.6% | Q4 2024 |
 ZBH | $4.59M | 0.91% | 0.03% | New | Q2 2026 |
 EHC | $4.4M | 0.87% | 0.36% | -10.5% | Q4 2024 |
 IRT | $4.13M | 0.82% | 0.11% | -5.3% | Q4 2024 |
 TDC | $3.81M | 0.75% | 0.12% | -12.0% | Q3 2025 |
| Q1 2026 | |||||
| CBT | $30.7M | 6.56% | 0.82% | -7.8% | Q4 2024 |
| WTFC | $25.1M | 5.35% | 0.27% | -0.6% | Q4 2024 |
| SPSC | $24.6M | 5.25% | 1.20% | +432.8% | Q4 2025 |
| GMED | $22.2M | 4.74% | 0.19% | +0.7% | Q4 2024 |
| TROX | $20.6M | 4.41% | 1.32% | -30.8% | Q4 2024 |
 WFG | $20.1M | 4.28% | Not reported | -4.2% | Q4 2024 |
| AKAM | $19.6M | 4.18% | 0.12% | -35.0% | Q4 2024 |
| FSLR | $18.9M | 4.03% | 0.57% | -8.8% | Q4 2024 |
| JBL | $17M | 3.62% | 0.06% | -4.2% | Q4 2024 |
| RNR | $16.3M | 3.49% | 2.74% | +15.8% | Q4 2024 |
| ALGM | $16M | 3.42% | 0.27% | +43.3% | Q4 2024 |
| ENS | $15M | 3.20% | 0.42% | +48.9% | Q4 2024 |
| LNN | $14.2M | 3.03% | 1.14% | -10.0% | Q4 2024 |
| LITE | $13.6M | 2.90% | 0.03% | -37.5% | Q4 2024 |
| PFSI | $13.3M | 2.84% | 0.29% | +22.4% | Q4 2024 |
| MWA | $13.1M | 2.79% | 0.30% | -4.4% | Q4 2024 |
| AYI | $12.6M | 2.68% | 0.15% | +176.5% | Q4 2024 |
| CUBE | $12.5M | 2.66% | 0.24% | -15.4% | Q4 2024 |
| ANF | $12M | 2.56% | 0.29% | +22.4% | Q4 2024 |
| CTRE | $12M | 2.55% | 0.07% | -5.4% | Q4 2024 |
| STRA | $11.6M | 2.49% | 0.62% | -42.5% | Q4 2024 |
| TNC | $10.2M | 2.18% | 0.90% | +3.5% | Q4 2024 |
| DRH | $9.38M | 2.00% | 0.07% | -42.1% | Q4 2024 |
| WEX | $9.18M | 1.96% | 0.17% | -4.0% | Q1 2025 |
| AVTR | $9.18M | 1.96% | 0.05% | +22.9% | Q1 2025 |
| BC | $6.76M | 1.44% | 1.33% | +30.6% | Q4 2024 |
| TRIP | $6.61M | 1.41% | 0.53% | -42.2% | Q4 2024 |
| DOC | $6.46M | 1.38% | 0.06% | -1.9% | Q4 2024 |
| DAR | $6.38M | 1.36% | 0.11% | -9.7% | Q4 2024 |
 NVST | $6.02M | 1.29% | 0.02% | -56.7% | Q4 2024 |
| COHU | $5.57M | 1.19% | 0.30% | -11.6% | Q4 2024 |
| QDEL | $5.17M | 1.10% | 0.46% | -31.8% | Q4 2024 |
 GNTX | $3.97M | 0.85% | 0.08% | -5.5% | Q4 2024 |
| IRT | $3.89M | 0.83% | 0.11% | -3.7% | Q4 2024 |
| EHC | $3.78M | 0.81% | 0.41% | -6.1% | Q4 2024 |
| TDC | $3.2M | 0.68% | 0.14% | -4.2% | Q3 2025 |
 CMP | $485K | 0.10% | 0.04% | -93.1% | Q4 2024 |
| Q4 2025 | |||||
| CBT | $34M | 7.05% | 0.88% | +227.4% | Q4 2024 |
| WFG | $26.8M | 5.56% | Not reported | +16.1% | Q4 2024 |
| WTFC | $25.4M | 5.26% | 0.27% | +2.3% | Q4 2024 |
| AKAM | $22.9M | 4.75% | 0.18% | +161.6% | Q4 2024 |
| GMED | $22.3M | 4.62% | 0.19% | +1.4% | Q4 2024 |
| STRA | $19.6M | 4.06% | 1.06% | +4.1% | Q4 2024 |
| PFSI | $16.4M | 3.40% | 0.24% | -6.2% | Q4 2024 |
| TRIP | $15.6M | 3.24% | 0.94% | +5.1% | Q4 2024 |
| LNN | $15.6M | 3.24% | 1.23% | +5.2% | Q4 2024 |
| JBL | $15.2M | 3.15% | 0.06% | +53.2% | Q4 2024 |
| RNR | $14.5M | 3.01% | 2.31% | +4690.1% | Q4 2024 |
| FSLR | $14.5M | 3.00% | 0.62% | +2663.8% | Q4 2024 |
| ANF | $13.5M | 2.79% | 0.23% | -38.1% | Q4 2024 |
| QDEL | $13.2M | 2.73% | 0.68% | -7.5% | Q4 2024 |
| TROX | $12.7M | 2.64% | 1.92% | +66.8% | Q4 2024 |
| CUBE | $12.4M | 2.57% | 0.28% | +227.5% | Q4 2024 |
| MWA | $11.8M | 2.45% | 0.32% | +11.4% | Q4 2024 |
| NVST | $11.7M | 2.43% | 0.05% | -86.5% | Q4 2024 |
| LITE | $11.4M | 2.36% | 0.04% | -83.1% | Q4 2024 |
| CTRE | $11.1M | 2.31% | 0.08% | -2.5% | Q4 2024 |
| ENS | $11M | 2.28% | 0.28% | -21.6% | Q4 2024 |
| TNC | $10.9M | 2.27% | 0.83% | +7.2% | Q4 2024 |
| DRH | $9.43M | 1.95% | 0.13% | -27.3% | Q4 2024 |
| ALGM | $9.35M | 1.94% | 0.19% | Not reported | Q4 2024 |
| WEX | $9.31M | 1.93% | 0.18% | +42.7% | Q1 2025 |
| THR | $9.22M | 1.91% | 0.76% | -19.2% | Q4 2024 |
| AVTR | $8.59M | 1.78% | 0.04% | -51.8% | Q1 2025 |
| BC | $7.57M | 1.57% | 1.02% | +51.7% | Q4 2024 |
| SPSC | $7.39M | 1.53% | 0.22% | New | Q4 2025 |
| DAR | $6.94M | 1.44% | 0.12% | -26.4% | Q4 2024 |
| DOC | $6.44M | 1.34% | 0.06% | +3.9% | Q4 2024 |
| COHU | $6.22M | 1.29% | 0.35% | -39.2% | Q4 2024 |
| AYI | $5.83M | 1.21% | 0.05% | Not reported | Q4 2024 |
| CMP | $5.35M | 1.11% | 0.55% | -55.2% | Q4 2024 |
| IRT | $4.74M | 0.98% | 0.11% | +9.7% | Q4 2024 |
| GNTX | $4.48M | 0.93% | 0.09% | Not reported | Q4 2024 |
| TDC | $3.97M | 0.82% | 0.14% | -29.7% | Q3 2025 |
| EHC | $3.85M | 0.80% | 0.43% | +360.9% | Q4 2024 |
| Q3 2025 | |||||
| LITE | $25.4M | 6.64% | 0.26% | -44.2% | Q4 2024 |
| BC | $23.4M | 6.13% | 0.67% | -15.6% | Q4 2024 |
| WTFC | $20M | 5.23% | 0.27% | -8.4% | Q4 2024 |
| STRA | $17.2M | 4.49% | 1.00% | +155.7% | Q4 2024 |
 SBH | $17.2M | 4.49% | 1.27% | -36.2% | Q4 2024 |
| WFG | $16M | 4.17% | Not reported | +6.4% | Q4 2024 |
| LNN | $15.1M | 3.94% | 1.16% | +2.0% | Q4 2024 |
| TRIP | $14.1M | 3.69% | 0.87% | +0.1% | Q4 2024 |
| PFSI | $14M | 3.65% | 0.26% | -7.4% | Q4 2024 |
| ENS | $12.7M | 3.33% | 0.36% | -1.2% | Q4 2024 |
| ANF | $12.6M | 3.29% | 0.37% | +34.3% | Q4 2024 |
| QDEL | $12.5M | 3.27% | 0.73% | +7.0% | Q4 2024 |
| GMED | $12.3M | 3.21% | 0.19% | +6.2% | Q4 2024 |
| NVST | $10.3M | 2.68% | 0.36% | -1.3% | Q4 2024 |
| EHC | $10.1M | 2.64% | 0.09% | +12.4% | Q4 2024 |
| MWA | $9.68M | 2.53% | 0.29% | -4.1% | Q4 2024 |
| TNC | $9.56M | 2.50% | 0.76% | +4.0% | Q4 2024 |
| CBT | $9.05M | 2.37% | 0.26% | -1.3% | Q4 2024 |
| CMP | $8.4M | 2.20% | 1.23% | -1.3% | Q4 2024 |
| JBL | $8.04M | 2.10% | 0.04% | -8.4% | Q4 2024 |
| THR | $6.98M | 1.83% | 0.94% | +24.5% | Q4 2024 |
| DAR | $6.88M | 1.80% | 0.17% | -10.3% | Q4 2024 |
 AMH | $6.78M | 1.77% | Not reported | -1.3% | Q4 2024 |
| CUBE | $6.67M | 1.74% | 0.08% | -1.3% | Q4 2024 |
| AKAM | $6.47M | 1.69% | 0.07% | -1.2% | Q4 2024 |
| DOC | $6.28M | 1.64% | 0.06% | -1.3% | Q4 2024 |
| TROX | $6.26M | 1.64% | 1.15% | +3.2% | Q4 2024 |
| AVTR | $5.9M | 1.54% | 0.08% | +10.5% | Q1 2025 |
| WEX | $5.87M | 1.54% | 0.13% | +19.7% | Q1 2025 |
| CTRE | $5.08M | 1.33% | 0.08% | -16.7% | Q4 2024 |
| COHU | $4.9M | 1.28% | 0.57% | -5.7% | Q4 2024 |
| AYI | $4.75M | 1.24% | 0.05% | -1.3% | Q4 2024 |
| GNTX | $4.63M | 1.21% | 0.09% | -60.8% | Q4 2024 |
| RNR | $4.59M | 1.20% | 0.05% | -1.3% | Q4 2024 |
| FSLR | $4.52M | 1.18% | 0.02% | -50.4% | Q4 2024 |
| IRT | $3.45M | 0.90% | 0.10% | +4.6% | Q4 2024 |
| TDC | $3.39M | 0.89% | 0.20% | New | Q3 2025 |
| DRH | $2.44M | 0.64% | 0.18% | Not reported | Q4 2024 |